With cloud-based Clio, lawyers can build a better practice from any device, at home or office. Manage cases, documents, bills, appointments, and clients, streamline your accounting tasks, and protect your information with bank-grade encryption and security audits.
Below you'll find detailed information, specifically for Clio integrations:
Supported Clio Integrations
We simply ask your login details and permission for access.
If you already authorized your Clio account(s) in the past or in any other PieSync integration, you'll be able to skip this step and choose from your CONNECTED ACCOUNTS.
Choose your contact type
Distinguish between Companies and People before proceeding to the configuration page.
- Learn about our contact sync below.
- More in-depth info about our Company to Company sync can be found here.
[IF] Supported Conditions/Filters
- Is a Client
- Field values (INCLUDING CUSTOM FIELDS)
- Already existing in the app your sync with
[THEN] Supported Actions
- Update values (INCLUDING CUSTOM FIELDS)
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of standard Clio fields being mapped. See below an example, showing a connection with HubSpot.
Customizable Field Mapping
You can custom map your Clio custom fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible. More information on Customizable Field Mapping here.
There are no supported Clio integrations on the PieSync platform, that support our Deletions/Unsubscribes Sync.